# SOFI TECHNOLOGIES INC (SOFI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SOFI/

- Reporting holders: 32
- Reported value: $11.2M
- Held through calls: 0.3%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $3.0M | 190,476 | 2.2% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.0M | 129,361 | 0.1% | 2 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $1.8M | 113,257 | 0.2% | 19 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $805.9K | 51,266 | 0.6% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $589.5K | 37,498 | 0.0% | 22 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $547.9K | 33,656 | 0.0% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $471.6K | 29,999 | 0.0% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $432.1K | 27,680 | 0.0% | 9 |
| [DECISION INVESTMENTS, INC](https://holderbook.com/funds/2111652-decision-investments-inc/) | $381.1K | 24,240 | 0.3% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $326.0K | 20,736 | 0.0% | 12 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $322.9K | 20,540 | 0.1% | 2 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $172.0K | 10,942 | 0.0% | 18 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $131.6K | 8,374 | 0.0% | 11 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $87.1K | 4,640 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $35.3K | 2,248 | 0.0% | 14 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $19.1K | 1,214 | 0.0% | 7 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $17.4K | 1,110 | 0.0% | 16 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $15.7K | 1,000 | 0.0% | 18 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $15.1K | 963 | 0.0% | 4 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $7.2K | 455 | 0.0% | 3 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $5.8K | 371,600 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $5.5K | 350 | 0.0% | 20 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $4.1K | 263 | 0.0% | 4 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $3.8K | 243 | 0.0% | 5 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $3.6K | 228 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $11.2M |
| Q2 2026 | 940 | $18.7B |
| Q1 2026 | 941 | $16.9B |
| Q4 2025 | 1,020 | $26.9B |
| Q3 2025 | 933 | $25.8B |
| Q2 2025 | 764 | $15.8B |
| Q1 2025 | 724 | $8.3B |
| Q4 2024 | 715 | $11.5B |
| Q3 2024 | 632 | $5.3B |
| Q2 2024 | 601 | $4.2B |
| Q1 2024 | 607 | $4.7B |
| Q4 2023 | 587 | $5.5B |